Technology

Displaying 3062 results

Topic

Schwab has no plans to bring fractional shares to its adviser platform

Some say the firm is putting its retail platform before its institutional business

Topic

Mature fintechs, not startups, get bulk of funding and acquisition deals: Deloitte report

Fintech firms that are at least five years old are receiving more funding and are being acquired more often

Topic

Put podcasting on the to-do list for 2020

The trick is knowing your message and finding your voice

Topic

Lawmakers demand FTC investigate Envestnet Yodlee for selling consumer financial data

The data aggregator maintains it is in compliance with laws, regulations and best practices on data security and privacy

Topic

Real AI at work for advisers

Three firms where artificial intelligence is helping with financial planning

Topic

Cryptocurrency trading platform introduces SMAs for digital assets

SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients

Topic

Orion sales rumors continue

Barron's reports private equity owner is reportedly seeking nearly $2 billion

Topic

WisdomTree adds blockchain infrastructure to ETF ecosystem

The asset manager led a $17.65 million round of funding in tech startup Securrency

Topic

Visa acquiring data aggregation fintech startup Plaid for $5.3 billion

Plaid connects fintech startups like Betterment and Acorns with traditional banks

Topic

More consolidation coming in online brokerage market

Firms need large cash on hand to make up lost commission revenue, meaning M&A could be only viable option, Wakefield Research suggests.

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